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Quantum Financial Planning Services, Inc.: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Financial Planning Services, Inc. on SPYM, newest first. How the timeline and the estimate are built.

Quantum Financial Planning Services, Inc. held 584,920 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 584,920 shares
    Change vs previous 13F +45,476 shares

    15.94% of the 13F portfolio, value $51,402,730.

    13F-HR 0002050169-26-000003 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 539,444 shares
    Change vs previous 13F +33,873 shares

    14.83% of the 13F portfolio, value $41,289,024.

    13F-HR 0002050169-26-000002 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 505,571 shares
    Change vs previous 13F +24,590 shares

    14.7% of the 13F portfolio, value $40,556,923.

    13F-HR 0002050169-26-000001 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 480,981 shares
    Change vs previous 13F +16,154 shares

    15.24% of the 13F portfolio, value $37,680,022.

    13F-HR 0002050169-25-000006 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 464,827 shares
    Change vs previous 13F +20,311 shares

    15.91% of the 13F portfolio, value $33,788,310.

    13F-HR 0002050169-25-000004 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 444,516 shares
    Change vs previous 13F +17,794 shares

    15.99% of the 13F portfolio, value $29,231,358.

    13F-HR 0002050169-25-000003 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 426,722 shares
    Change vs previous 13F not available

    16.32% of the 13F portfolio, value $29,418,226.

    13F-HR 0002050169-25-000001 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).